Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 2023. The information is specifically focused on institutions that hold shares of BRISTOL MYERS SQUIBB CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-897- 19.42% |
$51.9K - $58.1K
|
3.72K
$174K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-897- 8.06% |
$51.9K - $58.1K
|
10.2K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-900- 9.59% |
$52.1K - $58.3K
|
8.48K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-903- 13.4% |
$52.3K - $58.5K
|
5.83K
$272K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-903- 3.37% |
$52.3K - $58.5K
|
25.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-910- 12.1% |
$52.7K - $58.9K
|
6.61K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-912- 18.55% |
$52.8K - $59K
|
4.01K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-912- 18.61% |
$52.8K - $59K
|
3.99K
$186K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-914- 15.73% |
$52.9K - $59.2K
|
4.9K
$229K
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-914- 4.33% |
$52.9K - $59.2K
|
20.2K
$943K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-928- 5.42% |
$53.7K - $60.1K
|
16.2K
$755K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-935- 2.45% |
$54.1K - $60.5K
|
37.2K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-939- 2.53% |
$54.4K - $60.8K
|
36.1K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 8.79% |
$54.5K - $60.9K
|
9.76K
$456K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-945- 4.06% |
$54.7K - $61.2K
|
22.3K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-949- 2.04% |
$54.9K - $61.4K
|
45.5K
$2.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-950- 27.42% |
$55K - $61.5K
|
2.51K
$117K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-953- 10.78% |
$55.2K - $61.7K
|
7.89K
$368K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-974- 1.29% |
$56.4K - $63K
|
74.3K
$3.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-992- 15.49% |
$57.4K - $64.2K
|
5.41K
$253K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-997- 10.36% |
$57.7K - $64.5K
|
8.63K
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1K- 22.44% |
$57.9K - $64.7K
|
3.46K
$161K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1K- 14.75% |
$57.9K - $64.7K
|
5.78K
$270K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.84% |
$57.9K - $64.7K
|
11.8K
$549K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-1K- 2.4% |
$57.9K - $64.7K
|
40.6K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1K- 17.02% |
$57.9K - $64.7K
|
4.88K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1K- 20.92% |
$57.9K - $64.7K
|
3.78K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 6.99% |
$58.1K - $64.9K
|
13.3K
$623K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-1.01K- 0.32% |
$58.2K - $65.1K
|
309K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.01K- 4.7% |
$58.2K - $65.1K
|
20.4K
$952K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.01K- 13.06% |
$58.3K - $65.2K
|
6.7K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.01K- 12.8% |
$58.4K - $65.2K
|
6.87K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 4.9% |
$58.8K - $65.7K
|
19.7K
$920K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.03K- 6.41% |
$59.4K - $66.4K
|
15K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 13.3% |
$59.4K - $66.4K
|
6.69K
$312K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.03K- 4.05% |
$59.5K - $66.5K
|
24.4K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.03K- 7.23% |
$59.6K - $66.7K
|
13.2K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.03K- 4.19% |
$59.8K - $66.9K
|
23.6K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 1.23% |
$60K - $67.1K
|
83.1K
$3.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 9.6% |
$60.8K - $68K
|
9.89K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.06K- 14.45% |
$61.2K - $68.5K
|
6.26K
$292K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.06K- 10.3% |
$61.4K - $68.6K
|
9.23K
$431K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.07K- 6.38% |
$61.8K - $69.1K
|
15.7K
$731K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.07K- 17.38% |
$61.9K - $69.2K
|
5.08K
$237K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.07K- 5.36% |
$61.9K - $69.2K
|
18.9K
$881K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.08K- 5.64% |
$62.5K - $69.9K
|
18.1K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 10.23% |
$63.6K - $71.1K
|
9.63K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.1K- 5.11% |
$63.7K - $71.2K
|
20.4K
$954K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.11K- 2.76% |
$64.3K - $71.9K
|
39.2K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.11K- 15.75% |
$64.4K - $72K
|
5.96K
$278K
|